Edge360

Edge360 Terms of Service

1. Who we are and who you are

1.1. Edge360 is made and provided by Port1 ("Port1", "we", "us").

1.2. Who Port1 is today. Port1's founder is forming Port1 Holdings LLC, a Wyoming limited liability company, to carry on the Port1 business. Until that company is formed, Port1 is the founder personally, trading as Port1, and the founder is the party to these Terms and to every agreement made under them. When the company is formed, it takes over these Terms and those agreements, with all their rights and duties, and we will tell you by email. You agree that, from the takeover on, the company alone is bound to you for obligations that arise after the takeover. Port1's registered legal name and postal address will be added to section 12.5 when they are recorded.

1.3. "You" means the business that installs or uses Edge360, or uses the Free Money Scan, and the people that business authorises to use it. Edge360 is sold to businesses for business use. It is not for personal, family or household use.

1.4. The person who accepts these Terms for a business confirms they have authority to bind it.

1.5. The other Edge360 documents. If you also sign a Customer Agreement, it adds the commercial terms, and where it and these Terms differ, the Customer Agreement governs. Our Privacy Policy explains what information we handle. Accounting firms and other partners also sign the Partner Terms.

2. What Edge360 does, and what it does not do

2.1. Edge360 watches, proposes, and you decide. Edge360 reads the records and documents you give it, looks for possible problems, and shows each one with the record it came from. It may propose an action. You decide whether anything is done.

2.2. Every kind of action starts switched off. A new business starts with Edge360's action types switched off. You switch one on by name, with a reason, and you can switch it off at any time. You also have one switch that stops Edge360 proposing or doing anything for your business.

2.3. Money, contracts and hiring always come to you. Edge360 sends any act about money, contracts or hiring to you for a decision, whatever limits you set. No setting lifts this.

2.4. Today Edge360 proposes and does not act on its own. At this release every kind of action is limited to proposing: a proposal waits for your decision. If a later release lets an action type run by itself within limits you set, it will do so only for a type you have switched on, only within your limits, and never for money, contracts or hiring. We will tell you before any such change reaches your install.

2.5. Edge360 does not move money. It does not pay, transfer or collect funds for you, and it holds no payment card or bank login that can send money.

2.6. The journal. Edge360 records proposals, decisions and who made each decision. That journal is the record of decisions made in your Edge360 account, and you can read it.

2.7. Findings are cited observations, not advice. A finding is Edge360's reading of your records, with the record cited. It is not tax, legal, accounting, financial or audit advice, and it is not an audit opinion. Each findings page and the findings PDF carry this line: "Edge360's findings are cited observations from your records, not tax, legal or accounting advice. Every decision is yours." Get professional advice where you need it.

2.8. Edge360 can be wrong, and can miss things. Edge360 uses software rules and, depending on your setup, an AI model. Both can make mistakes. Edge360 checks only the records you give it. It tries to show an area it could not check as not checked, rather than as clear, but it may not catch every gap. Check a finding against its cited record before you rely on it.

3. Your data

3.1. You own your data. Your records, your documents, the findings about your business, and your decisions belong to you. We claim no ownership of them.

3.2. Where your data lives. Edge360 is installed on a machine you control: your own computer, or a cloud server you choose. Your Edge360 database stays on that machine. Port1 does not receive a copy of it. If you choose a cloud server, that provider holds your data under its own terms.

3.3. AI model choices, and what leaves your machine. You choose how Edge360 reasons:

We do not control Anthropic or any other provider, and we cannot promise what they do. We quote their terms so you can decide.

3.4. Connections you turn on. If you connect a bank feed, an email inbox, an accounting system or another service, Edge360 talks to that service to fetch your records, and to send anything you have approved, such as an email. Those services see what they need to answer, under their own terms.

3.5. Connection secrets. Edge360 encrypts the sign-in tokens and app passwords for your connections before writing them to disk, and keeps the encryption key in a separate file readable only by its owner account. An Anthropic API key is kept in its own file, also readable only by its owner account. By default these files sit in your Edge360 folder. Anyone who copies the whole folder gets the key with the secrets, so protect your backups and your machine.

3.6. What we use. We do not sell your data. Edge360 sends Port1 no usage data from your install. We do not use your records to train any model.

3.7. Licence checks. Where Edge360 checks a licence, it reads only the licence file, makes no network call, and reads no business data.

3.8. Security on your machine is shared. We build Edge360 to protect your data, but the machine, its accounts, its network and its backups are yours to secure. If we learn of a defect in Edge360 that has exposed, or is likely to expose, your data, we will tell you without unreasonable delay and say what we know.

3.9. The Free Money Scan runs in your browser. If you use the Free Money Scan (when available), your web browser downloads the scan page and the scanner from our website, then reads the records you choose and produces your report on your own computer. Your records and the report are not sent to Port1, and Port1 does not receive or keep them. The scan is held only in your browser tab, and is gone when you press the "Delete now" button, close the tab or reload the page. If you save the report or your scan file, you save it on your own computer, and that copy is yours. Section 6 of the Privacy Policy gives the details.

4. Licence to use Edge360

4.1. While your trial or subscription is in good standing, we grant you a non-exclusive, non-transferable licence to install and use Edge360 for your own business. A partner may use it for its clients only under the Partner Terms.

4.2. When licensing is enforced in the product (planned, not yet available), an unlicensed or copied install will run in a read-only demonstration mode. Until then these Terms are the licence.

4.3. Release integrity (planned, not yet available). When signed releases are available, an install that has been modified may refuse to start or update, and record the attempt. You agree not to disable or work around that check.

4.4. Ending never locks you out of your own records. Your database is a file on your machine. When your subscription ends, you keep it, and you can export your findings to CSV or PDF.

5. What you may not do

You may not, and may not let anyone else:

  1. reverse engineer, decompile or disassemble Edge360, except where the law allows it despite this term;
  2. copy, modify or make derivative works of Edge360, except as these Terms allow;
  3. resell, sublicense, rent or provide Edge360 to others, except under the Partner Terms;
  4. remove or alter notices, licence checks or integrity checks;
  5. use Edge360 unlawfully, or to process data you have no right to process; or
  6. upload records of a business you are not authorised to act for.

6. Third-party services

Edge360 works with services you choose, such as an accounting system, an email inbox, a bank feed, or Anthropic. Your use of each is governed by its terms. We are not responsible for those services, their availability, or what they do with data you send them.

7. Warranty

7.1. What we do promise. Edge360 will work substantially as its documentation describes. If it does not, tell us. We will fix it within a reasonable time or, if we cannot, you may end your subscription and we will refund fees paid for the period after the problem was reported.

7.2. WAIVER OF OTHER WARRANTIES, INCLUDING THE WARRANTY AGAINST REDHIBITORY DEFECTS. PLEASE READ. Apart from section 7.1 and any promise in a signed Customer Agreement, Edge360 is provided "as is". To the extent the law allows, you waive the warranty against redhibitory defects under Louisiana Civil Code articles 2520 and following, the lessor's warranty against vices or defects under articles 2696 and following, and all other implied warranties, including merchantability, fitness for a particular purpose, and accuracy. We do not promise that Edge360 will find every problem, that its findings are free of error, or that it will run without interruption. Nothing in this section excuses a quality we state that we know Edge360 does not have.

7.3. When you sign up, you will be asked to confirm that you have read section 7.2.

8. Limit of liability

8.1. Neither party is liable for indirect, incidental, special, consequential or punitive damages, or for lost profits or revenue, however caused.

8.2. Our total liability for all claims about Edge360 is limited to the greater of (a) the fees you paid us in the 12 months before the event that gave rise to the claim, or (b) $500.

8.3. These limits do not apply to liability for intentional or gross fault, for physical injury, or any other liability the law does not allow to be limited (Louisiana Civil Code article 2004). They also do not apply to your duty to pay fees, or to any refund or credit we owe you under these Terms or a Customer Agreement.

9. Ending and suspension

9.1. These Terms apply while you use Edge360. You may stop at any time, under the cancellation terms of your Customer Agreement.

9.2. We may suspend updates and support for non-payment or a serious breach, after written notice and 10 days to fix it, unless the breach puts others at risk. Suspension never deletes or locks your records.

9.3. Sections 3.1, 4.4, 5, 7.2, 8, 11 and 12 survive the end of these Terms.

10. Changes to these Terms

10.1. We may change these Terms by giving you at least 30 days' written notice. A change does not apply to you until the notice period ends, and you may end your subscription before then without penalty. If you end an annual plan for this reason, we refund the fees for its whole unused months.

10.2. A change never alters the prices in a Customer Agreement already signed. Each agreement keeps the pricing version in force when it was signed, as the Customer Agreement provides.

10.3. Adding or updating Port1's legal name, postal address or contact details under sections 1.2 and 12.5 is not a change to these Terms for section 10.1.

11. Law and disputes

11.1. Louisiana law governs these Terms.

11.2. Before filing a claim, each party will give the other written notice and 30 days to resolve it. If a deadline for filing the claim would pass during those 30 days, the party may file to protect the claim.

11.3. Claims will be heard in the state courts for East Baton Rouge Parish, Louisiana (the 19th Judicial District Court), or in the United States District Court for the Middle District of Louisiana, except that either party may bring a claim in a small-claims court where it qualifies.

12. General

12.1. These Terms, with any Customer Agreement, Partner Terms and the Privacy Policy, are the whole agreement on their subject.

12.2. If a part is found unenforceable, the rest still applies, and the unenforceable part is read as nearly to its intent as the law allows.

12.3. Not enforcing a term is not a waiver of it.

12.4. You may assign these Terms only with our written consent, except to a buyer of your business. We may assign them to Port1 Holdings LLC under section 1.2, or to a buyer of Edge360, and will tell you.

12.5. Notices. Notices must be in writing, and email counts as writing. We send notices to the email address on your account or order. You send notices to us, including cancellations, disputes and privacy requests, by email to [email protected]. A notice is given when it is sent, unless the sender learns that it was not delivered. Port1's postal address will be added here when it is recorded; until then, email is the way to give us notice.

12.6. Support. Email [email protected]. We aim to reply within one business day.